Minot Wealth Management’s Novartis NVS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-3,393
| Closed | -$277K | – | 209 |
|
|
2021
Q3 | $277K | Sell |
3,393
-183
| -5% | -$14.9K | 0.06% | 166 |
|
|
2021
Q2 | $331K | Sell |
3,576
-2,895
| -45% | -$268K | 0.07% | 148 |
|
|
2021
Q1 | $553K | Sell |
6,471
-1,565
| -19% | -$134K | 0.14% | 112 |
|
|
2020
Q4 | $759K | Sell |
8,036
-729
| -8% | -$68.9K | 0.23% | 92 |
|
|
2020
Q3 | $762K | Sell |
8,765
-10,035
| -53% | -$872K | 0.29% | 80 |
|
|
2020
Q2 | $1.64M | Buy |
18,800
+5,375
| +40% | +$469K | 0.82% | 50 |
|
|
2020
Q1 | $1.11M | Sell |
13,425
-1,292
| -9% | -$107K | 0.79% | 46 |
|
|
2019
Q4 | $1.4M | Buy |
+14,717
| New | +$1.4M | 0.64% | 51 |
|